See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,751 | $114,381+50.2% | $107,525+59.7% | $142,382+20.6% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 16.65% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,986 | $4,015-50.5% | $3,754-47.1% | $4,299-53.8% |
| Participant deferral / active EE | $6,365 | $5,564+14.4% | $5,116+24.4% | $6,507-2.2% |
| Admin fee / account holder | $1,491 | $9,860-84.9% | $8,919-83.3% | $12,624-88.2% |